Filed January 27, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,234 | $88,707-16.3% | $74,184+0.1% | $273,972-72.9% |
| Participation rate | 47.8% | 79.4%-31.6pp | 76.6%-28.8pp | 83.0%-35.2pp |
| Annual return | 7.37% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $178 | $3,159-94.4% | $2,370-92.5% | $4,869-96.3% |
| Participant deferral / active EE | $4,200 | $4,212-0.3% | $3,550+18.3% | $5,287-20.6% |
| Admin fee / account holder | $6,588 | $8,717-24.4% | $5,586+17.9% | $10,133-35.0% |